Processing the template with Docxpresso
As explained before almost all the heavy lifting in the process of creating a Docxpresso online template is left to its web interface.
Although many decisions are taken by Docxpresso internal algorithms it is generally needed to include additional metadata, valiations, helpers and or structural informacion into the template so it becomes a truly useful and usable online interface.
Docxpresso offers to its end users two main web interfaces:
- Interactive documents that may be edited on the browser while preserving format and structure.
- Responsive web forms that gather only the requested data.
One may customize both interfaces in different ways although they share some common settings as, for instance, data types and validations.
It is highly recommended that you start by processing the interactive onlice document because web forms initially inherit many of its properties so you may avoid doubling your rquire efforts.
The main edition interface
After clicking on the document's name in the general documents interface you will arrive to the main document page where you can do quite a few things that we will briefly describe in the following(offering links to dive in a much more detailed explanation).
From this page you can take several actions that we pass to list (beware that not all users may have permissions to fulfill all listed actions).
From this tab you may:
- Obtain some general information about the template:
- Date of creation
- Date of last modification
- Tag list (each tag links to a template search by tag)
- Template description
- A thumbnail of the document with a button to download the corresponding document
- Share the template with external end users.
- Browse usaga data: when and who has interacted with the final document.
- Edit document metadata: where you can change the initial data introduced.
- Change the document template: upload a different base template that may contain just minor corrections like errats or new variables, sections...
- Clone the document: you create a new template from a copy of a current document. This may save you some work whenever the new template is expected to share much of the current configuration (you should, of course, later change the document template of the cloned document unless you want a perfect clone of the original one).
- Export document: allows you to migrate a document from one Docxpresso installation into another one. This is a particularly useful action if you choose to do all prior work in a pre-production enviroment.
- Import Document data: it let you import a document from abother Docxpresso installation. You amy choose to presever the base document template or overwrite it with the imported data.
- Remove end user access control: if you opt to do so all security end user access control will be removed and the template will be publically accessible to anyone knowing the URL of the document. This is not generally recommended but it may show useful or even required in some scenarios of use.
- Obtain original author information.
The goal of this tab is to offer an interface for reverting unwanted changes.
The user is offered a complete list of versions (all modifications of the template and its data generates a new version in the system) from which he can extract:
- Date of creation
- Editor version notes, if any
- A previsualization of the base template
- A rendering of the associated online interface and web form
If at any point the user decides to revert to a previous version of the document he can do so just by hitting the “revert” button and confirming the action.
Afterwards the latest version will be replaced by the choosen old version and the editor may procced to a further edition of it or just leave it so.
This is arguably the most important section of the whole edition process. Although we will dedicate a detail description of each of the available options we will just offer at this point a short description of the possible actions:
- Process Template Web Interface: this button offers acces to the web interface where you may:
- Add all the required metadata to every single "placeholder variable": data types, validations, helpers...
- Configure the general settings for the template: available formats, attachments, notifications, signatures, remote services...
- Process Web Form: via this button you will be able to:
- Rearrange form fields
- Organized them in tabs
- Add helpers, tips...
- Preview Web interface: check the end user interactive document web interface.
- Preview Web Form: check the responsive web form interface.
- Publish Template: by setting the template as published we blocked any further processing. This action is revertible.
From this tab one can control the different types of acces to the template:
- Public: all editors have read/write access
- Read/Write access based on groups